Manager, Strategic Secondary Optimization
Recruiting.com
Salary
💰 $18 - $29 per hour
Job Level
Junior
About the role
- Provide an exceptional Financial Center customer experience by handling service to sales
- Serve as a one-stop for customers: account opening, maintenance, and processing transactions
- Focus on customer-centric conversations to deepen relationships and become a trusted advisor
- Actively promote a variety of banking solutions to enhance a customer's service experience and achieve their financial goals
- Assist clients with teller transactions accurately and in accordance with bank policy and procedure
- Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement
- Advance personal knowledge of sales techniques and utilize the CRM system to foster relationship-building conversations and ensure consistent onboarding
- Open new accounts, perform customer maintenance requests, assist with operational activities, and maintain flexibility between sales and teller transactions
- Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures
- Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems
- Time spent in various aspects of this universal role will vary depending upon Financial Center traffic and customer needs
- Perform other duties as assigned by manager and complete required compliance training
Requirements
- High School Diploma or equivalent (Required)
- 1 or more years customer service or sales experience (Required)
- 6 to 12 months cash handling experience (Preferred)
- Must be available to be scheduled around branch operation hours (no Sundays)
- Authorization to work in the United States without sponsorship (Required)
- Ability to perform teller transactions accurately and in accordance with bank policy
- Proactive sales/referral skills including outbound calling, appointment setting, and lobby engagement
- Knowledge of CRM systems and sales techniques
- Ability to open new accounts and perform customer maintenance requests
- Maintain compliance with applicable regulations and Fulton policies and procedures
- Practical knowledge of digital solutions and technology to support customers
